Fact sheet: Wellington Gl HiYlBd

Fund information

Fund name
Wellington Global High Yield Bond S Unhedged Acc USD
Fund company manager
Wellington Management Funds
Fund type
SIB
Fund manager
Christopher A. Jones
since 17/07/2012
Fund objective
The Wellington Global High Yield Bond Fund seeks long-term total returns. The Investment Manager will actively manage the Fund against the Bank of America Merrill Lynch Global High Yield Constrained Index, seeking to achieve the objective by utilising bottom-up fundamental research to invest primarily in debt securities worldwide which are considered to be below investment grade.
Benchmark
BofA Merrill Lynch Global High Yield Constrained Index
Investment style
High Yield
Investment method
Fixed Interest

Quick stats

1 Year return

10.64 %

1 Year rank in sector

10/74

Sector

FO Fixed Int - Global High Yield

Yield
-
Fund size

£ 463.2 m

FE Risk score

36

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund1.83 %6.6 %10.52 %10.42 %0 %
Sector0.3 %3.21 %7.56 %9.95 %28.56 %
Rank within sector1 / 883 / 8310 / 74 / /
Quartile th1 st1 st1 st th th

Calendar performance

YTD-20172016201520142013
Fund7.74 %11.9 %-4.05 %0 %0 %
Sector4 %11.43 %-2.49 %1.36 %5.18 %
Rank within sector3 / 8031 / 6738 / 62 / /
Quartile th1 st2 nd3 rd th th

Risk statistics

Alpha-0.59
Beta1.17
Sharpe-0
Volatility5.88
Tracking error2.13
Information ratio-0.08
R-Squared0.89

Price movement

52 week high11.14
52 week low10.02
Current bid price0
Current offer price0
Current mid price11.17

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-